401(k) · DOL Form 5500 · 2024

Lakeside Dental Practice, LLC 401(k) Plan

Data updated 2026-08-25

$225K
Total assets Small plan by assets
2
Participants Small participant base
11th
Percentile by assets National rank
$112,324
Avg per participant Below avg balance/head
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Official DOL plan name: Coconu Family Dentistry, PLLC 401(k) Plan · Sponsored by Lakeside Dental Practice, LLC · Texas · Healthcare & Social Assistance

$225K in assets, 2 participants

Lakeside Dental Practice, LLC's Coconu Family Dentistry, PLLC 401(k) Plan reported $225K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 11th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #1,322 in Healthcare & Social Assistance (16,916 peers)

What the 2024 filing shows

Coconu Family Dentistry, PLLC 401(k) Plan holds $225K for 2 participants - about $112,324 per participant, among the smaller plans by assets on file.

#1,322
in Healthcare & Social Assistance (16,916 peers)
+4.0%
assets growth YoY

Coconu Family Dentistry, PLLC 401(k) Plan among the smaller filed plans by assets

Coconu Family Dentistry, PLLC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$224,648 11th percentile higher than 11% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Coconu Family Dentistry, PLLC 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Coconu Family Dentistry, PLLC 401(k) Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Coconu Family Dentistry, PLLC 401(k) Plan reported net income rose from $1K in the plan year 2023 filing to $9K in the plan year 2024 filing.
  • Coconu Family Dentistry, PLLC 401(k) Plan end-of-year assets rose from $216K in the plan year 2023 filing to $225K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 834692054 · Lakeside Dental Practice, LLC PY 2024 · 401(k)

Coconu Family Dentistry, PLLC 401(k) Plan · $225K · 2 · 11th

  • PART $225K
  • PART 2
  • PART 11th
  • PART 401(k)
  • PART near Mi Vida Senior Living 401(k) Plan
  • PART ind #1322

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Texas →

Coconu Family Dentistry, PLLC 401(k) Plan in the asset neighbourhood

Coconu Family Dentistry, PLLC 401(k) PlanCoconu Family Dentistry, PLL…$225KMi Vida Senior Living 401(k) PlanMi Vida Senior Living 401(k)…$225KRoaring Scorpion Vending, Inc. 401(k) Profit Sharing PlanRoaring Scorpion Vending, In…$225KFresh Maintenance Restoration, Inc. 401(k) Profit Sharing PlanFresh Maintenance Restoratio…$225KRed Stick 401(k) Trust$225K
End-of-year total assets ($M) among Coconu Family Dentistry, PLLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$216K
Net Assets (End of Year)$225K
Net Income$9K
Employer EIN834692054
Plan Effective Date2014-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lakeside Dental Practice, LLC)

Sponsor-wide plan assets over time

All Lakeside Dental Practice, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$225K 4.626619596300195% vs 2022
2024 filing year
$0.21M$0.21M$0.22M$0.22M$0.23M 202220232024 $0.21M $0.22M ▲ +4.8%
Year Plans Participants Total Assets
2022 1 2 $215K
2023 1 2 $216K
2024 1 2 $225K

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Coconu Family Dentistry, PLLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Coconu Family Dentistry, PLLC 401(k) Plan, Total assets ($B): 0.000224648 · Participants: 2Coconu Family Dentistry, PLLC 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Coconu Family Dentistry, PLLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Coconu Family Dentistry, PLLC 401(k) Plan side-by-side with 3 peers →

Coconu Family Dentistry, PLLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Mi Vida Senior Living 401(k) Plan in FL ($225K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Coconu Family Dentistry, PLLC 401(k) Plan assets move in 2024? ▼
Coconu Family Dentistry, PLLC 401(k) Plan edged up modestly - up 4.0% during 2024, from $216K to $225K. Reported net income was $9K.
How have Lakeside Dental Practice, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lakeside Dental Practice, LLC's sponsor-wide assets grew 4.6%, from $215K to $225K.
Where does Coconu Family Dentistry, PLLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Coconu Family Dentistry, PLLC 401(k) Plan ranks in the 11th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Coconu Family Dentistry, PLLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mi Vida Senior Living 401(k) Plan in FL ($225K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Coconu Family Dentistry, PLLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 834692054.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.